MFAM

Motley Fool Asset Management Portfolio holdings

AUM $2.42B
1-Year Est. Return 29.93%
This Quarter Est. Return
1 Year Est. Return
+29.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$483M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$4.12M
3
+$2.62M
4
AMZN icon
Amazon
AMZN
+$1.93M
5
CRR
Carbo Ceramics Inc.
CRR
+$1.74M

Top Sells

1
+$3.54M
2
+$3.28M
3
+$2.95M
4
TPH icon
Tri Pointe Homes
TPH
+$1.96M
5
DGX icon
Quest Diagnostics
DGX
+$1.41M

Sector Composition

1 Financials 22.05%
2 Consumer Discretionary 20.05%
3 Technology 10.13%
4 Healthcare 8.33%
5 Communication Services 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$978K 0.2%
36,000
77
$975K 0.2%
406,316
78
$962K 0.2%
20,000
79
$946K 0.2%
+25,000
80
$445K 0.09%
7,455
-12,000
81
– –
-24,000
82
– –
-370,829
83
– –
-4,000
1 2 3
4